MILE Wealth Management
SEC RegisteredMaking It Look Easy
About the firm
MILE Wealth is a fee-only financial advisory firm founded by Mark Wilson, CFP® and APA, with over 20 years of experience in financial planning and investment management. MILE is an acronym for 'Making It Look Easy,' reflecting the firm's goal of helping clients understand and become comfortable with their finances. The firm reached full capacity in 2022 and is no longer accepting new clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management services including financial planning and investment management, with portfolios described as well-diversified, low-cost, risk-aware, and tax-efficient. The firm operates on a fee-only basis with no commissions.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 29 | $7.4M |
| High Net Worth Individuals | 34 | $113M |
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 – $1,000,000 | 0.80% |
| $1,000,001 – $3,000,000 | 0.50% |
| $3,000,001 – $5,000,000 | 0.40% |
| $5,000,001 – $10,000,000 | 0.30% |
| $10,000,001 and above | 0.20% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MILE Wealth Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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